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Current Employers
Yeti Wealth Management Group, Llc

6312 S. Fiddlers Green Circle Suite 300E, Greenwood Village, CO 80111 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-11-04
  • CO RA
    APPROVED
    Since 2025-11-04

Branch Locations

6312 S. Fiddlers Green Circle Suite 300E, Greenwood Village, CO 80111 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Castle Rock Cryocare Castle Rock CO 04/2016 07/2017
Mckinlay Smallwood Financial Partners, Llc Denver CO 07/2017 08/2025
Lpl Financial, Llc Denver CO 11/2019 08/2025
Global Retirement Partners Llc Denver CO 01/2020 08/2025
Yeti Wealth Management Group, Llc Littleton CO 08/2025 Present
Tdl Consulting, Llc Denver CO 07/2020 08/2025
  • 04/2016 → 07/2017
    Castle Rock Cryocare
    Castle Rock, CO
  • 07/2017 → 08/2025
    Mckinlay Smallwood Financial Partners, Llc
    Denver, CO
  • 11/2019 → 08/2025
    Lpl Financial, Llc
    Denver, CO
  • 01/2020 → 08/2025
    Denver, CO
  • 08/2025 → Present
    Littleton, CO
  • 07/2020 → 08/2025
    Tdl Consulting, Llc
    Denver, CO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-30
  • S66 Uniform Combined State Law Examination
    2019-12-30
Designations

View on SEC IAPD

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